See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST ALLIED ADVISORY SERVICES INC Service code 27 15455 CONWAY RD. · CHESTERFIELD, MO 63017 | Advisory (Plan) | $40,049 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,919 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,218 | $46,732+155.1% | $156,549-23.8% | $55,167+116.1% |
| Participation rate | 85.2% | 65.8%+19.4pp | 84.0%+1.2pp | 69.0%+16.2pp |
| Annual return | 8.19% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $7,345 | $2,105+248.9% | $5,501+33.5% | $1,963+274.3% |
| Participant deferral / active EE | $5,640 | $2,204+155.9% | $4,871+15.8% | $3,054+84.7% |
| Admin fee / account holder | $231 | $418-44.7% | $13,027-98.2% | $504-54.1% |